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Planning for the Future

Planning for your financial future can be complex. Find resources and insights to help make the most of your savings. 

Retirement Planning

There’s a lot to know about retirement, from choosing an account to understanding minimum distributions. Here are a few resources to get started.

  • Retirement Basics
  • Transitioning to Retirement
  • Living in Retirement

Retirement Basics

Retirement Basics

Learn how to navigate the ins and outs of retirement as it approaches.

Top IRA Planning Mistakes
Retirement Basics

Top IRA Planning Mistakes

Use this handout with clients to review potential IRA planning issues and how to best address them.

Cutting Back on Coffee Could Perk Up your Future
Retirement

Cutting Back on Coffee Could Perk Up your Future

A hypothetical illustration of how forgoing a cup of coffee and investing the money instead could increase your retirement savings.

A Balancing Act - Saving for Retirement and an Education
Advisor Edge Program Material

A Balancing Act - Saving for Retirement and an Education

Hypothetical scenario outlining a strategy that can be used to start saving for retirement and education.

Transitioning to Retirement

Transitioning to Retirement

Explore topics that can help investors avoid potential pitfalls and make the most of their retirement.

Understanding Required Minimum Distributions (RMDs)
Retirement

Understanding Required Minimum Distributions (RMDs)

Walk clients through the ins and outs of taking required minimum distributions.

Weighing 401(k) Options At Retirement
Retirement

Weighing 401(k) Options At Retirement

This infosheet outlines important considerations regarding 401k distributions at retirement.

Distributions of Employers Stock From 401K Plans
Retirement

Distributions of Employers Stock From 401K Plans

Advisors can use this info sheet to educate clients about the tax implications of rolling over or taking a lump-sum distribution from 401k plans when changing jobs or retiring.

Living in Retirement

Living in Retirement

Understand the effects of income distribution strategies on taxes, Social Security and more. 

Take Control of Taxes in Retirement
Retirement Basics

Take Control of Taxes in Retirement

Learn how a tax-diversified portfolio may help an investor take control of taxes in retirement.

529 College/Education Planning

Learn about saving for college and the investment options available to help investors save.

529 College/Education Planning

529 College/Education Planning

A 529 Savings Plan investment can help with the cost of education

Investing Basics

Given today's fast moving and complex markets, it's more important than ever to understand the basics of investing and financial planning and strategies.

  • Investing 101

  • Getting Organized

Investing 101

Investing 101

Learn more about investing and finance basics to help make more-informed decisions.

Quick Guide to Risk Metrics
Investment Basics

Quick Guide to Risk Metrics

Learn more about some of the most commonly used investment performance terms.

Historically Even The Worst Timing Beats Doing Nothing

Historically Even The Worst Timing Beats Doing Nothing

Flyer showing how even investing at the worst point may give better results than sitting in cash over the long-term

Rule of 72
Investment Basics

Rule of 72

Learn how long it takes to double your money.

Thinking Past the Election With a Long-Term View

Thinking Past the Election With a Long-Term View

A long term view of US presidential leadership and the stock market while highlighting the long-term performance of Massachussets Investors Trust.

20 Years of the Best and Worst: Asset Allocation Diversification
Investment Basics

20 Years of the Best and Worst: Asset Allocation Diversification

Highlights the importance of diversification and highlights MFS asset allcoation strategies.

Managing the Ups and Downs
Volatility Resources

Managing the Ups and Downs

Explore how a long-term focus during volatile markets has helped investors pursue their long-term goals.

Take a Systematic Approach to Long-Term Investing
Investment Basics

Take a Systematic Approach to Long-Term Investing

Learn how investing a specific amount on a regular basis enables investors pursuing long-term goals to take advantage of the market’s ups and downs along the way.

How One Dollar Grew Over Time
Investment Basics

How One Dollar Grew Over Time

History and headlines haven't stopped stocks. If you're waiting for the right time to invest, the time is now.

Inflation and Why It Matters
Investment Basics

Inflation and Why It Matters

Here's why many investors cite inflation as one of their primary worries.

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Getting Organized

Getting Organized 

Explore strategies that help investors budget, lower debt and organize their records.

Reducing Debt Takes Commitment and Patience
Financial Basics

Reducing Debt Takes Commitment and Patience

Learn how to manage and take control of your debt.

Organizing Your Financial Records
Financial Basics

Organizing Your Financial Records

Get tips on organizing your financial records and learn how long to keep them.

Contact and Financial Information Worksheet
Financial Basics

Contact and Financial Information Worksheet

Use this worksheet to gather all your important information in one place.

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